Bernard & Johnson Family Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bernard & Johnson Family Wealth Management works with individuals, families, trusts, small businesses and retirement plans — including high‑net‑worth clients — providing financial planning and discretionary investment management combined with retirement‑plan advisory services. The firm reports managing about $113 million for roughly 89 clients and serves as an ERISA fiduciary when advising retirement plans.
Financial planning is the foundation for the firm’s advice, and it typically implements customized, long‑term strategies through institutional money managers accessed via mutual funds, ETFs and separately managed accounts while monitoring and rebalancing portfolios. The firm generally favors institutional no‑transaction‑fee funds where possible, may retain legacy individual positions, and uses ongoing reviews and occasional short‑term trades for rebalancing or tax management.
Distinctive features include a recent transition from state registration to SEC registration and advisors who hold both CFP certification and the Accredited Domestic Partnership Advisor (ADPA) designation, indicating attention to domestic‑partnership and complex family planning issues. The firm’s principals have atypical professional and community backgrounds in the performing arts, maintain an institutional custody relationship that provides economic benefits to the firm, and implement independent managers while not receiving compensation from those managers.
Client services
Expertise
Fee options
Fixed fees for financial planning engagements, based on expected hours at hourly rate; negotiable
Up to 1.00% annually for investment management services; up to 0.50% annually for retirement plan advisory services
Up to $600 per hour for financial planning services
Main office
201 S. Lake Avenue, Suite 502
Pasadena CA 91101
Advisors at this office
2
Most active in
California · Oregon · Texas
Also doing business as
Bernard & Johnson Family Wealth Management · Bernard & Johnson, LLC · Bjw Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Rachael J
CFP®, Series 66
Pasadena, CA
Bernard & Johnson Family Wealth Management
Rachael Johnson is a CFP® and holds a Series 66 license with 25 years of industry experience. She has been with Bernard & Johnson Family Wealth Management since 2016. Outside of her advisory role, she works as a fitness trainer at CrossFit Monrovia and serves as secretary on the Huntington Oaks HOA Board. Bernard & Johnson Family Wealth Management serves individuals, families, trusts, small businesses, and retirement plans, including high-net-worth clients. The firm provides financial planning and discretionary investment management, focusing on customized, long-term strategies implemented through institutional money managers and ongoing portfolio monitoring.
Michael B
CFP®, Series 63, Series 65
Pasadena, CA
Bernard & Johnson Family Wealth Management
Michael Bernard is a CFP®-certified financial advisor with 32 years of industry experience. He has been a principal at Bernard & Johnson Family Wealth Management since 2016. Outside of his advisory work, Bernard is a freelance musician involved in several orchestras and chamber music groups and holds leadership roles in local performing arts and community organizations, including serving as Vice President of the City of Angels Performing Arts Association and committee chair for the Rotary Club of Pasadena. Bernard & Johnson Family Wealth Management serves individuals, families, trusts, small businesses, and retirement plans, including high-net-worth clients. The firm provides financial planning and discretionary investment management, typically implementing customized, long-term strategies through institutional money managers and emphasizing fiduciary responsibility in retirement plan advisory services.
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